For Individuals
Tax Preparation
and Filings
IRS Representation
Financial Planning
Retirement Planning
Educational Financial
Planning
Estate Planning
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Services for Individuals
Tax Preparation and Filings • IRS Representation • Tax Planning
Financial Planning • Retirement Planning • Educational Financial Planning • Estate Planning
Tax Preparation and Filings
We prepare tax returns in all 50 states and are knowledgeable in all manner of taxes: federal, state, estate, gift, etc.
We keep current with the latest tax regulations and legislation; and can ensure our clients that we will work diligently to minimize both your current and future tax liabilities.
IRS Representation
Should you receive a notice of deficiency, or a lien or levy; or should you need assistance with an Offer in Compromise or an Installment Agreement, we can represent you before the IRS and help resolve your IRS problems in all 50 states.
Financial Planning
We are Certified Financial Plannertm practitoners and help our clients make the correct financial planning decisions by analyzing their overall personal, business, financial and tax situations; and then assisting them in the following areas:
- creation of an overall financial plan
- retirement planning - Roth IRA, Traditional IRA, SEP IRA, vaiable annuities
- establish tax strategies
- estate planning and charitable giving
- college planning - Educational IRA - 529 Plan considerations
- insurance planning
- development of an investment philosophy
- investment portfolio analysis
- risk evaluation and management
Educational Financial Planning
Using our familiarity with all aspects of educational savings plans and educational related tax regulations, we will work with you to develop an educational financial plan which will reduce your educational expenses and have beneficial tax consequences.
- 529 College Savings Plans
- Education Savings Accounts (Education IRA)
- Education Tax Credits
- HOPE and Lifetime Learning Credits
- College Financial Aid
Tax Planning
Developing tax strategies that take advantage of the latest tax laws and regulations is the best means of minimizing your tax liabilities. We will use our taxation expertise and work with you to structure the most tax efficient plan for your situation.
Retirement Planning
Choices... choices... and more choices--
• Traditional IRA
• Roth IRA
• SEP IRA
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• Educational IRA
• IRA Rollovers
• 401(k) Plans
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• Keogh Plans
• 403(b) Tax Sheltered Annuities
• Indexed, Fixed & Variable Annuities
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We stay current with the latest legislation and regulations effecting retirement planning; and through an analysis of retirement plan options and tax consequences and the development of savings and expense strategies, we will assist you in making the right choices and develop a retirement plan which will maximize your retirement and tax benefits.
Estate Planning
Using our estate planning expertise, we will development strategies to protect your assets, distribute them according to your wishes, and otherwise provide for your family. Our professionally developed estate plan will not only reduce estate taxes, but will also assist you to:
- provide for an orderly transfer of your assets in accordance with your wishes
- minimize the taxes on your estate and maximize the inheritance for your beneficiaries
- provide for any special needs of family members
- appoint a guardian for minor children
- ensure the availability of cash to pay necessary taxes and administrative expenses
- ensure the continued operation of a family-owned business
- bypass probate administration for your estate
We welcome the opportunity to help you reach your goals. Contact us to discuss how we can best assist you.
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